Overview
Moving an Individual or Group registration from one event or session to another or moving to different fees within the same event.
The process will also handle all of your accounting transactions including canceling the registrant and adding them to the new event or fee. If you charge a Transfer Fee, you can set up and charge that fee at the time of the transfer.
There is also a new Transfer Fees child form on the Event Profile page.
Transfer vs. Substitution
- Transfer Fee = one person (or group) moving their registration from one event to another (or moving their fee within the same event).
- Substitution Fee = person for a person to the same event.
(Both could require adjustment of accounting information)
Usage
To Transfer a Registrant: On the Events Registrant Profile page, click the Transfer Registrant icon. This will open the four step Registrant Transfer Wizard.
Step 1 - Transfer From
- Select the event, tracks, and/or sessions that the registrant is canceling.
- Select the appropriate transfer fee, if applicable.
- Click total.
- The credit amount (the total amount of the fees being transferred) will display.
- A new total will display if there is an outstanding balance e.g. if you are transferring the entire registration and charging a transfer fee, that transfer fee will cause an outstanding balance.
- Click one of the Transfer buttons at the bottom of the form:
- Transfer to a bundle will automatically direct you to Step 3, skipping Step 2.
- Transfer within this event and Transfer to a new event will direct you to Step 2.
NOTE: Be aware of any Flags or Price Attributes you have selected or added to any item.
In the current example, since registering for the Main Event is REQUIRED to register for any Track and/or Session i.e. the main event registration required check box was selected during the add process, you can not transfer the tracks and/or sessions WITHOUT transferring the Event Fee as well. Step 2 of the Transfer Wizard will not recognize the previous main event registration hence, not allow you to Register (transfer to) another session or track within that same event without registering for the main event at that point. This may make the total amount transferred, charged, billed, or refunded incorrect on your ledger.
Auto Refund
The 'auto refund' functionality was removed from the Transfer registrant wizard in later builds. If you are transferring to an event registration fee price that is less than the original registration fee price, then you will need to create a credit for the difference. You can then add a refund using the credit that was created and check the "refund CC/ACH/Paypal" checkbox to automatically refund the difference to your registrant's credit card / ACH / Paypal payment method.
Step 2 - Transfer To
The Form used is similar to the Quick Group Registration Wizard
Select the Transfer within this event button in Step 1 if the registrant is being registered for different fees within the same event.
- Select the new event fees, tracks, and sessions.
- Click total to display the new fees.
- Click Next to go to Step 4 - Payment.
Select the Transfer to a new event button in Step 1 if the registrants fees are being transferred to a different event.
- Select the new event.
- Select the new event fees, tracks, and sessions.
- Click total to display the new fees.
- Click Next to go to Step 4 - Payment.
Step 3 - Add Bundle
Select the Transfer to a bundle button in Step 1 if the registrants fees are being transferred to a Bundle product.
Select a bundle. You will be directed through the Bundle Wizard process, which could include Bundles from several Modules (see Selling a Bundle Product and Product Bundles).
Step 4 - Payment
This form is similar to other Payment sections in NetForum.
Any credits that the customer has from cancelling the original registration will automatically be applied to the new invoice.
Once all the payment information has been entered, click Transfer Now.